Financial Advisors in Lexington, North Carolina (Davidson County)

Barry Swaim, CFP
Wealth Management Group, Inc. is a personal financial advisory firm dedicated to providing comprehensive financial planning to middle America on a fee-only basis. Our goal is to form long-term, fiduciary relationships with our clients in order to create, implement and manage holistic financial plans on an on-going, proactive basis. We seek to minimize client expenses and to eliminate any potential conflict of interest in the advisory relationship. Trust is the central element in the client / advisor relationship. By working with clients on a continuous basis and eliminating all conflicts of interest, we can focus on helping our clients reach their financial goals and realize their life dreams.... See More

Founded in 2005 by Lawrence W. Wiswall, Jr., CFP®, TCS Financial Services, Inc. is an independent wealth management and registered investment advisory firm headquartered in Greensboro, N.C. A Delaware corporation, TCS provides financial planning, investment and insurance services to clients across the US.

As an independent company, TCS Financial Services is not directly affiliated with any Wall Street mutual or brokerage firm and is not an employee of any insurance carrier. As such, we do not charge commission on our investment management services, nor are we compensated by third parties for selling investment products. By operating in this manner, we maintain the freedom to explore the products and services which best meet your needs, regardless of their origination.

Our commitment to pursuing your best interest is our highest priority, and the driving force behind everything we do.... See More

Patrick Rush, CFP, CLU, MBA
Triad Financial Advisors (TFA) has been helping individuals and families LIVE WITH INTENTION for over 35 years. Founded by a female, Carter Leinster, TFA has become a destination firm for female investors. Today, led by CEO Patrick Rush, the firm is proud to have 7 investment advisers who have earned the CERTIFIED FINANCIAL PLANNER™ designation and provides fiduciary financial planning and investment advisory services to both female and male clientele. TFA is one of the few fee-only firms in Greensboro and was recognized in 2016 and 2017 as one of the Top 300 Registered Investment Advisory firms in the United States by the Financial Times. In addition, Patrick Rush was recognized by Barron's as one of "America's Top 1,200 Financial Advisors" in 2017, ranking #7 in North Carolina.
TFA manages approximately $560 million in client assets (as of 6/1/17), working with over 600 households across the country. However, TFA does not measure success solely by a client's assets, but rather their ability to achieve their goals and lead satisfying retirements. TFA strives to help clients LIVE WITH INTENTION.... See More

Daniel Tobias, CFP
At Davidson Capital, we provide comprehensive wealth management services that coordinate your financial planning, investment management, and tax planning. The process is designed to assist you in making crucial decisions necessary to preserve and grow your assets, to enhance the quality of your life, and to realize your personal and financial goals. We are a boutique firm serving individuals, families, corporations, and charitable trusts. Our integrated approach to wealth management simplifies your life, provides peace of mind, and ensures that all components of your financial plan work together.... See More

Brian Fenn, CFP, ChFC, CLU
We are an independent, fee-only comprehensive financial planning firm offering highly specialized and customized services for high net-worth individuals and families. Our holistic approach to financial planning and asset management allows us to analyze each client's unique set of circumstances and experiences so that we can formulate a long-term plan that reduces the burdens and stress of financial decisions. This work and our close client relationships build financial security, enhance peace of mind, and improve the quality of our clients' lives. @import url(http://www.napfa.org/CuteEditor_Files/Style/SyntaxHighlighter.css);... See More

Jonie Parks, CFP
Since 1990, Matrix Wealth Advisors has built a trusted reputation among families throughout the Southeast (including physicians, executives, closely held business owners and retirees) by providing excellent service, creative and sound portfolio strategies, and a clear direction for all aspects of clients' financial lives. Clients know they can rely on Matrix' credentialed experts for broad knowledge, depth of experience and above all, unbiased advice. A distinguishing factor of Matrix has been an emphasis on comprehensive financial planning. Competent and thorough financial planning continues to serve as the focus of everything we do. Our process compares your current situation with your goals for the future, identifying what needs to be done to reach them. A comprehensive plan covers every aspect of your financial life: assets, liabilities, and net worth analysis, cash flow, investments, taxes, estate planning, risk management, financial independence planning…and all other financial areas that affect you and your family. All the details of your finances will be analyzed in one comprehensive package. The plan constitutes a road map guiding you and us toward achievement of your financial and lifetime objectives. It is both the foundation and the framework for all financial decisions.... See More

Todd Calamita, CFP
Your finances, your future - that's the passion behind Calamita Wealth Management. Whether you're just starting to plan for retirement or you're living the dream, we're here to help you reach your financial goals. You can count on us to listen and be forward thinking and accountable to your needs as well as to provide customized and innovative solutions specifically with you in mind. No off-the-shelf financial plans here. No more guessing if you're on the right financial path. We help you create a wealth management plan for life, and refine it all along the way. We guide you in making smart choices with your money, about your future. We are your retirement planning partner. That's our passion. It's that simple.... See More

Philip Gibson, CFP
Elation Wealth is a virtual, fee-only, financial planning, and investment management firm focused on serving young professionals, educators, and baby boomers.

William Ertel, CFP, CMFC, CPA/PFS
Tassel Capital provides fee-only investment, financial and stewardship guidance to individuals. Services include financial planning (comprehensive, modular or hourly) and investment management. Tassel Capital provides a complimentary meeting to listen and understand client goals and needs.... See More

Thomas Velevis, CFP
Established in 1994, the firm manages investments and otherwise provides counsel for individuals who are retired or preparing for retirement. Investment Management is the firm's primary service:Written Investment Strategies,Execution of these Strategies,Reviews that include Consolidated Statements and Performance.
Fees, based on assets under management. are paid by the firm's clients. The firm does not accept third-party payments or commissins from the investments it purchases on behalf of its clients. Service is provided on a discretionary basis.
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Gordon Asset Management, LLC is a North Carolina based investment advisor specializing in personal wealth management for individuals and company sponsored retirement plans.

At Rosewood Wealth Management, financial advisors for retirement planning in Durham, NC, we believe in helping you build a plan that answers all of your questions. We want to help you understand all of the options available to you in the financial world so that you can choose the path that makes the most sense for you and your family. We’re not here to try and push you in a certain direction. Our job is to help you understand all of your options, educate you on the pros and cons of each, and assist you in constructing a plan that works for you. Contact our financial advisors today for more info!... See More

Jennifer Lazarus, CFP
Comprehensive financial planning for progressive investors in their 20s to 50s. I help you make informed financial decisions in a collaborative, educational, and non-judgmental atmosphere. Investment advice is focused on actively-managed socially responsible mutual funds and non-Wall St impact investments. A second service I offer is hourly, as-needed Cash Flow Consultations.
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